The Right Tool, Not the Newest One
I recently needed to understand a long, cross-departmental process. It was documented across a huge slide deck, a few forms, and half a dozen fields scattered across internal systems. No single source of truth. In my experience, the right tool for this is a checklist. Not a dashboard, not an assistant. Just a simple list of boxes to check in the right order. So I used Claude to read through the materials and produce a tight summary of the process and its steps. I reviewed it, then asked Claude to turn that summary into a checklist draft. I refined it. I’m using it now, and I’ll keep refining it as I go. ...